Career Opportunities at Poulin Financial

Services in Portland, Maine

Walk through the door at Poulin Financial Services and you’ll immediately feel welcome in our professional and comfortable reception area. When you meet members of the team, you’ll notice that everyone is friendly, cordial, and interested in helping. That’s the atmosphere created by Marc Poulin who established the firm in 1996.

The PFS accounting staff works directly with clients throughout the year and particularly during tax season so they see firsthand the impact of their work on our clients’ lives and businesses.

Our growth stems from happy clients who refer their friends and family to Poulin Financial Services for tax planning, tax preparation, bookkeeping, and accounting services. We work with individuals, businesses, trusts, estates, and non-profits.

Proximity to I-95 and free on-site parking are just a few of the amenities our staff enjoy at our convenient location on Warren Ave. in Portland.

We hope you will visit our website often to check for posted openings.  You may also email us your resume to keep on file.  Should an opportunity that matches your qualifications become available, we will contact you.

Interested applicants should submit a resume and cover letter to info@poulinfinancial.com

CURRENT OPENING:

No current openings. 

Walk through the door at Poulin Financial Services and you’ll immediately feel welcome in our professional and comfortable reception area. When you meet members of the team, you’ll notice that everyone is friendly, cordial, and interested in helping. That’s the atmosphere created by Marc Poulin who established the firm in 1996.

The PFS accounting staff works directly with clients throughout the year and particularly during tax season so they see firsthand the impact of their work on our clients’ lives and businesses.

Our growth stems from happy clients who refer their friends and family to Poulin Financial Services for tax planning, tax preparation, bookkeeping, and accounting services. We work with individuals, businesses, trusts, estates, and non-profits.

Proximity to I-95 and free on-site parking are just a few of the amenities our staff enjoys at our convenient location on Warren Ave. in Portland.

Currently we have an opening for a Tax Accountant.

Poulin Financial Services in Portland, Maine, seeks a self-motivated, independent-thinking tax accountant to join their growing team.  The Tax Accountant is a client-facing role in which the ability to communicate complex tax issues in an understandable manner is critical. If you are an experienced Tax Accountant contact us right away!

Requirements include experience preparing individual and/or business tax returns (Lacerte software) and strong QuickBooks experience.  Trust and non-profit experience is a plus.

As a Tax Accountant you will:

• Advise clients in the tax preparation process and prepare and file tax documents
• Take incoming calls from clients to answer tax questions and set up tax preparation appointments
• Ensure the confidentiality of each client by following all company procedures regarding information handling
• Grow the business by promoting our services and expanding our client base
• Attend to the needs of clients to inspire them to refer the service and come back the following year

Qualifications:

• CPA/EA and/or Master’s in Taxation strongly preferred
• Significant experience preparing individual and/or business tax returns – trust and non-profit experience is a plus
• Experience with QuickBooks is essential as well as familiarity with Lacerte or similar software
• Dedication to superior client service
• Proven record of working independently with clients
• Excellent project management, analytical, interpersonal, oral and written communication skills
• Ability to thrive in a busy team environment
• Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
• Strong organizational skills and attention to detail

Poulin Financial Services is a strong, stable financial services firm offering accounting, tax preparation, QuickBooks counseling, and business consulting services to individuals, small-to-midsize businesses, trusts, and non-profits. Helping clients with planning and providing experienced advice is a priority for the entire team. They are a small company able to customize services to meet the needs of their clients at an affordable cost.

Interested applicants should submit a resume and cover letter to Marc@209.59.187.206.